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Columbia Convertible Securities Fund Institutional Class (NCIAX)
Lägg till/Ta bort från en portfölj
Lägg till portföljen
20,48
+0,07
+0,34%
- Morningstar-värdering:
- Totala tillgångar: 548,29M
Columbia Convertible Securities Z
20,48
+0,07
+0,34%
- Översikt
- Profil
- Historiska data
- Innehav
NCIAX Översikt
På denna sida hittar du en djupgående profil av Columbia Convertible Securities Fund Institutional Class. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om NCIAX tillsammans med annan information.
Kontaktinformation
Adress
P.O. Box 8081
Boston,MA 02266-8081
United States
Boston,MA 02266-8081
United States
Telefon
+1 8003456611
Verkställande ledning
| Namn | Titel | Sedan | Till |
|---|---|---|---|
| Grace Lee | Portfolio Manager | 2020 | Nu |
| Biografi | Grace Lee is a portfolio manager on the Income and Growth Strategies Team at Columbia Threadneedle Investments. She joined the firm in 2014 as an equity analyst on the small-cap value team and has been a member of the investment community since 1996. Previously, Ms. Lee was an equity analyst at Mutual of America Capital Management, where she focused primarily on small-cap stocks. She also held investment and research positions at Daiwa Asset Management, Fifth Street Capital LLC and Bear Stearns & Co. She began her career as a technology investment banking analyst with Merrill Lynch & Co. Ms. Lee received a bachelor’s degree in political science and economics from Stanford University and an MBA from Harvard Business School. In addition, she holds the Chartered Alternative Investment Analyst designation. | ||
| David L. King | Senior Portfolio Manager | 2010 | Nu |
| Biografi | David King is a senior portfolio manager with the Asset Allocation Team at Columbia Threadneedle Investments. Mr. King joined one of the Columbia Threadneedle Investments firms in 2010. Previously, Mr. King was a senior portfolio manager at Putnam Investments. Prior to that, he held various other roles during his 25 years at Putnam, beginning as an equity research analyst and including associate director of equity research. Prior to Putnam, he worked briefly at Drexel Burnham Lambert and Citibank, NA. Mr. King began his career at Manufacturers Hanover Trust (now JPMorgan Chase) in 1978. He has been a member of the investment community since 1983. Mr. King recieved a B.S. in administration, summa cum laude, from the University of New Hampshire and an MBA from Harvard Business School. In addition, he holds the Chartered Financial Analyst designation. | ||
| Yan Jin | President | 2006 | Nu |
| Biografi | Yan Jin is a vice president and senior portfolio manager of income strategies with Columbia Threadneedle Investments. Mr. Jin joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Mr. Jin was employed as assistant vice president and risk analyst for Lincoln Investment Management. He has been a member of the investment community since 1998. Mr. Jin received an M.A. in economics from North Carolina State University. | ||
| Richard E. Dahlberg | Managing Director | 2004 | 2010 |
| Biografi | Dahlberg has been associated with U.S. Trust since July, 2007 and has been associated with Columbia Management Advisors, LLC or its predecessors since September, 2003. Prior to joining Columbia Management Advisors, LLC in September, 2003, he was with Grantham, Mayo, Van Otterloo & Co. LLC from November, 2001 to December, 2002. Dahlberg holds the Chartered Financial Analyst designation. | ||
| Yanfang Emma Yan | Director, Senior Portfolio Manager, Member | 2001 | 2010 |
| Biografi | Yan is a director and senior portfolio manager for Columbia Management. Yan joined Columbia Management in 2001 and has been a member of the investment community since 1998. Yan previously worked as vice president of risk management at Putnam Investments. Prior to that, she served as the editor-in-chief and chairperson for the Chinese Finance Association. | ||
| Edward Paik | - | 2004 | 2007 |
| Ed Cassens | Vice President, Senior Portfolio Manager | 1987 | 2005 |
| Biografi | Cassens is a vice president and senior portfolio manager with Bank of America Capital Management. He has been associated with Seafirst Corporation, which is controlled by Bank of America Corporation, since 1967. Cassens became a Chartered Financial Analyst in 1976. He is a member of the Spokane Stock and Bond Club, the Spokane Analysts Society, the Seattle Analysts Society, and the Washington State University Foundation Advisory Board. | ||
| William S. Hensel | Managing Director | 1987 | 1994 |
| Biografi | Hensel is a managing director of Froloy, Ravy & Company, his employer since 1994. Previously, he spent twelve years as a senior convertible-portfolio manager at Pacific Century Advisors, and 12 years with Capital Group Inc., Investment Counselors, where he was engaged in fundamental and technical research analysis and securities trading. Earlier, he was in institutional sales with Crocker National Bank. | ||
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